Dean Wealth Partners offers investment management and financial planning services to individuals and other clients. As a legally required fiduciary, Dean Wealth Partners aims to understand clients' financial situations and goals, then provides investment advice and manages portfolios using stocks, bonds, ETFs, and mutual funds. The firm also offers standalone financial planning and consulting services covering various areas like retirement, estate, tax, and education planning.
Fee Structure
Dean Wealth Partners offers investment management services where they create and manage a portfolio for you using stocks, bonds, ETFs, and mutual funds. The annual fee is a percentage of the assets they manage:
Comprehensive Portfolio Management:
- First $500,000: 1.45%
- $500,001 to $625,000: 1.275%
- $625,001 to $750,000: 1.250%
- $750,001 to $1,000,000: 1.125%
- $1,000,001 to $1,500,000: 1.020%
- $1,500,001 to $2,000,000: 0.950%
- $2,000,001 to $2,500,000: 0.850%
- $2,500,001 and over: 0.750%
Asset Management:
- First $500,000: 1.30%
- $500,001 to $750,000: 1.10%
- $750,001 to $1,000,000: 1.00%
- $1,000,001 to $1,500,000: 0.92%
- $1,500,001 to $2,000,000: 0.88%
- $2,000,001 to $2,500,000: 0.79%
- $2,500,001 and over: 0.70%
Fees are billed monthly in advance and deducted from your account. Fees may be negotiable under special circumstances.